First Foundation Advisors Nuveen California Select Tax Free Income Portfolio Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$15.17 - $16.52 $293,569 - $319,695	-19,352 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$15.69 - $17.3 $752,304 - $829,500	-47,948 Reduced 71.25%	19,352 $305,000
Q2 2021 Aug 13, 2021	SELL	$15.92 - $19.4 $97,398 - $118,689	-6,118 Reduced 8.33%	67,300 $1.14 Million
Q1 2021 May 18, 2021	SELL	$15.63 - $16.66 $187,638 - $200,003	-12,005 Reduced 14.05%	73,418 $1.2 Million
Q4 2020 Feb 16, 2021	SELL	$15.75 - $16.5 $1.52 Million - $1.59 Million	-96,485 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$15.74 - $16.4 $234,463 - $244,294	-14,896 Reduced 13.37%	96,485 $1.55 Million
Q2 2020 Aug 14, 2020	BUY	$13.8 - $16.4 $9,604 - $11,414	696 Added 0.63%	111,381 $1.83 Million
Q1 2020 May 11, 2020	BUY	$12.21 - $17.64 $129,059 - $186,454	10,570 Added 10.56%	110,685 $1.61 Million
Q4 2019 Feb 11, 2020	BUY	$15.15 - $16.62 $594,864 - $652,584	39,265 Added 64.53%	100,115 $1.66 Million
Q3 2019 Nov 12, 2019	BUY	$14.72 - $15.94 $364,511 - $394,722	24,763 Added 68.62%	60,850 $957,000
Q2 2019 Aug 14, 2019	SELL	$13.97 - $14.8 $13,089 - $13,867	-937 Reduced 2.53%	36,087 $534,000
Q1 2019 May 13, 2019	BUY	$13.43 - $14.13 $311,764 - $328,013	23,214 Added 168.1%	37,024 $523,000
Q4 2018 Feb 14, 2019	BUY	$13.1 - $14.2 $40,308 - $43,693	3,077 Added 28.67%	13,810 $184,000
Q2 2018 Aug 14, 2018	BUY	$13.54 - $14.13 $145,324 - $151,657	10,733 New	10,733 $150,000

Others Institutions Holding NXC

# of Institutions

19

Shares Held

682K

Call Options Held

0

Put Options Held

0

About NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO

Ticker NXC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen California Select Tax-Free Income Portfolio is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of California. The fund invests in the securities of companies that operate across diversifie...

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